Whether saving on a regular basis or investing a lump sum, investment planning is about ensuring that our client’s money is invested in accordance with their specific objectives, attitude to investment risk and capacity for loss, and timescales.
There can be a multitude of reasons that clients wish to invest, from school fees planning, to supplementing their retirement provision. Whatever the goal, it is important that money is invested wisely and we follow a doctrine of diversification across many different asset types.
Taking account of both a client’s tax position and the tax treatment of any given investment also plays a key role in the advice that we provide.
The list of available investments is extensive and includes;
General Investment Accounts
Venture Capital Trusts (VCTs)
Enterprise Investment Schemes (EIS)
We also take account of any ethical investment criteria that our clients have and can recommend the most appropriate solution in these circumstances.